So you believed the CEO when he said 80% and didn't believe the CEO when he says he growing the business. That's selective processing on your part. I told you to step back and re-read the 2007 letter and you refuse. Suit yourself.
It's easy to grow capacity and harder to get orders. That's the part your having problems with. You can lose a customer lots of ways. Price, quality and service. They lost on price. And they could lose on price in the future, there is no guarantee.